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iShares S&P 500 Growth ETF

2,048 hedge funds and large institutions have $45.7B invested in iShares S&P 500 Growth ETF in 2026 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 791 increasing their positions, 728 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

753% more call options, than puts

Call options by funds: $20.3M | Put options by funds: $2.38M

11% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 102

1.18% more ownership

Funds ownership: 73.84%75.01% (+1.2%)

9% more repeat investments, than reductions

Existing positions increased: 791 | Existing positions reduced: 728

1% less funds holding

Funds holding: 2,0722,048 (-24)

8% less capital invested

Capital invested by funds: $49.7B → $45.7B (-$3.91B)

10% less funds holding in top 10

Funds holding in top 10: 221198 (-23)

Holders
2,048
Holders Change
-24
Holders Change %
-1.16%
% of All Funds
25.06%
Holding in Top 10
198
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-10.41%
% of All Funds
2.42%
New
113
Increased
791
Reduced
728
Closed
102
Calls
$20.3M
Puts
$2.38M
Net Calls
+$17.9M
Net Calls Change
+$14.2M
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
2001
Dogwood Wealth Management
Kansas
$15.5K
VDBMI
2002
Van Den Berg Management I
Texas
$15.3K -$1.8K -15 -10%
FFL
2003
Financial Freedom LLC
Ohio
$14.6K +$15.5K +129 New
OWP
2004
ORG Wealth Partners
Texas
$14.6K
FMB
2005
Field & Main Bank
Kentucky
$14.5K
MCI
2006
MRP Capital Investments
Georgia
$14.3K +$15.2K +126 New
PK
2007
Pflug Koory
Nebraska
$13.8K
RFA
2008
Reyes Financial Architecture
California
$13.7K
NFSG
2009
Newbridge Financial Services Group
Florida
$13.3K
BH
2010
Burk Holdings
Oklahoma
$12.1K +$12.9K +107 New
CTWM
2011
Cherry Tree Wealth Management
Minnesota
$11.9K
TFA
2012
Toth Financial Advisory
Virginia
$11.8K
FDW
2013
Fourth Dimension Wealth
Ohio
$11.3K
GF
2014
GGM Financials
Ohio
$10.7K
TCM
2015
Triumph Capital Management
Colorado
$10.2K
MHR
2016
Matthew Hamilton Rosenberg
$9.95K
FA
2017
Fountainhead AM
New Jersey
$9.91K +$120 +1 +1%
MSWA
2018
Marshall & Sterling Wealth Advisors
New York
$9.79K
BGAI
2019
Bruce G. Allen Investments
Colorado
$9.5K +$10.1K +84 New
MBFW
2020
Morton Brown Family Wealth
Pennsylvania
$9.28K
UFPG
2021
United Financial Planning Group
New York
$9.28K
AW
2022
Ankerstar Wealth
Texas
$9.16K
FGAM
2023
Financial Gravity Asset Management
Texas
$9.16K
CJ
2024
Caitlin John
Michigan
$8.71K
GWM
2025
Grand Wealth Management
Michigan
$8.56K -$1.68K -14 -16%

IVW Hedge Fund Activity: Q1 2026 in Review

2,048 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q1 2026, worth a combined $45.7B — down 7.9% from $49.7B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new IVW positions and 102 closed out — a net gain of 11 holders — while 791 added to existing stakes and 728 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $683M. The largest seller was Fidelity International, exiting entirely with an estimated $364M sold.

  • 2,048 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q1 2026, down from 2,072 in Q4 2025.
  • Funds reported $45.7B of iShares S&P 500 Growth ETF stock for Q1 2026, down 7.9% quarter-over-quarter.
  • 113 funds opened new iShares S&P 500 Growth ETF positions in Q1 2026 and 102 closed out, a net change of +11 holders.
  • The largest iShares S&P 500 Growth ETF buyer in Q1 2026 was Envestnet Asset Management, an estimated $683M added.
  • The largest iShares S&P 500 Growth ETF seller in Q1 2026 was Fidelity International, an estimated $364M sold.

Based on aggregated 13F filings for Q1 2026.